AI is everywhere right now, and it can be tempting to treat it like just another buzzword. While much of the conversation focuses on the future...
READ MORE
Retirement Is More Than a Math Problem
Key Takeways: Retirement planning is not only a financial calculation — it requires clarity about how you want to spend your time, your sense...
READ MORE Roth Contributions vs. Conversions: Why They Matter
In this October 2025 article, Dan Frost hit on some of the big picture items related to the OBBBA and Roth conversions. Now we are going to...
READ MORE Turn a Good Gift into a Great One
How Smart Planning Can Stretch Your Charitable Dollars Giving to causes you care about is meaningful on its own – but with the right...
READ MORE The Pets of P&A – Roxi
Hi, I’m Roxi, a female English Bulldog and the 7th member of the Pittenger family! I joined Trey, Shari, and their kids during the COVID...
READ MORE